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Both Individual Investors Who Control a Good Portion of Jiangsu Changshu Rural Commercial Bank Co., Ltd. (SHSE:601128) Along With Institutions Must Be Dismayed After Last Week's 3.9% Decrease

Both Individual Investors Who Control a Good Portion of Jiangsu Changshu Rural Commercial Bank Co., Ltd. (SHSE:601128) Along With Institutions Must Be Dismayed After Last Week's 3.9% Decrease

在上周的3.9%下跌之后,持有江苏常熟银行股份有限公司(SHSE:601128)一大部分控股的个人投资者和机构都必须感到沮丧
Simply Wall St ·  10/31 03:24

Key Insights

主要见解

  • Significant control over Jiangsu Changshu Rural Commercial Bank by individual investors implies that the general public has more power to influence management and governance-related decisions
  • A total of 25 investors have a majority stake in the company with 42% ownership
  • Institutions own 19% of Jiangsu Changshu Rural Commercial Bank
  • 个人投资者对江苏常熟农村商业银行有重要控制权,这意味着普通公众有更多权力来影响管理和治理相关决策
  • 总共有25名投资者拥有该公司的大部分股份,占股比42%。
  • 机构拥有江苏常熟农村商业银行19%的股份

Every investor in Jiangsu Changshu Rural Commercial Bank Co., Ltd. (SHSE:601128) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are individual investors with 57% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

苏常熟农村商业银行股份有限公司(SHSE:601128)的每一位投资者都应该了解最强大的股东群体。持有最大比例股份的群体是个人投资者,占有57%的所有权。换句话说,这个群体最有可能从他们对公司的投资中获得最大利润(或最大亏损)。

While institutions who own 19% came under pressure after market cap dropped to CN¥21b last week,individual investors took the most losses.

上周市值下降至210亿元人民币后,持有19%股份的机构承受了压力,而个人投资者承受了最大损失。

Let's delve deeper into each type of owner of Jiangsu Changshu Rural Commercial Bank, beginning with the chart below.

让我们深入研究每种常熟银行股东类型,从下面的图表开始。

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SHSE:601128 Ownership Breakdown October 31st 2024
SHSE:601128 2024年10月31日股权持有情况

What Does The Institutional Ownership Tell Us About Jiangsu Changshu Rural Commercial Bank?

机构持股告诉我们有关常熟银行的什么?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

机构投资者通常将自己的回报与常见的指数回报进行比较。因此,他们通常会考虑购买包括在相关基准指数中的较大公司。

Jiangsu Changshu Rural Commercial Bank already has institutions on the share registry. Indeed, they own a respectable stake in the company. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Jiangsu Changshu Rural Commercial Bank's earnings history below. Of course, the future is what really matters.

常熟银行的股份登记簿上已经有机构,他们在公司中拥有可观的股份。这表明在专业投资者中有一定的可信度。但我们不能仅仅依靠这个事实,因为机构有时也会做出糟糕的投资,就像每个人一样。如果多家机构同时改变对某只股票的看法,你可能会看到股价迅速下跌。因此,值得查看常熟银行以下的营收历史。当然,未来才是真正重要的。

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SHSE:601128 Earnings and Revenue Growth October 31st 2024
SHSE:601128 营收和收入增长2024年10月31日

Hedge funds don't have many shares in Jiangsu Changshu Rural Commercial Bank. The company's largest shareholder is National Council for Social Security Fund, with ownership of 9.6%. Meanwhile, the second and third largest shareholders, hold 9.0% and 3.7%, of the shares outstanding, respectively.

对常熟银行而言,对冲基金持有的股份不多。该公司最大的股东是全国社会保障基金理事会,拥有9.6%的股份。与此同时,第二大和第三大股东分别持有流通股的9.0%和3.7%。

A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority.

对我们的所有权数据进行更深入的研究表明,前25名股东的持股总额不到注册表的一半,表明有一个小股东的大群体,其中没有单个股东拥有多数股份。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

尽管研究公司的机构持股可以增加您的研究价值,但研究分析师的建议也是一个好习惯,以更深入地了解股票的预期表现。有相当数量的分析师关注该股,因此了解他们对未来的总体观点可能很有用。

Insider Ownership Of Jiangsu Changshu Rural Commercial Bank

常熟银行内部持股情况

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

虽然内部人员的精确定义可能具有主观性,但几乎所有人都认为董事会成员是内部人员。管理层最终向董事会负责。然而,如果经理是创始人或CEO,那么他们成为执行董事会成员并不罕见。

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

大多数人认为内部所有权是积极的,因为它可以表示董事会与其他股东的利益相一致。但是,在某些场合下,这个团体的权力过于集中。

Our most recent data indicates that insiders own less than 1% of Jiangsu Changshu Rural Commercial Bank Co., Ltd.. However, it's possible that insiders might have an indirect interest through a more complex structure. It is a pretty big company, so it would be possible for board members to own a meaningful interest in the company, without owning much of a proportional interest. In this case, they own around CN¥23m worth of shares (at current prices). It is always good to see at least some insider ownership, but it might be worth checking if those insiders have been selling.

我们最近的数据显示,常熟银行有限公司的内部持有人拥有不到1%的股份。然而,内部持有人可能通过更复杂的结构间接持有利益。这是一家相当大的公司,董事会成员可能拥有该公司的重要利益,而并非拥有相对应的利益。在这种情况下,他们持有价值约2300万人民币的股份(按照当前价格计算)。看到至少有一些内部持有人总是令人鼓舞的,但值得检查这些内部持有人是否一直在抛售。

General Public Ownership

一般大众所有权

The general public -- including retail investors -- own 57% of Jiangsu Changshu Rural Commercial Bank. This size of ownership gives investors from the general public some collective power. They can and probably do influence decisions on executive compensation, dividend policies and proposed business acquisitions.

普通公众,包括零售投资者,拥有常熟银行57%的股份。这种所有权规模赋予普通公众的投资者一定的集体权力。他们可以并且很可能会影响有关高管薪酬、股息政策以及拟议的业务收购的决定。

Private Company Ownership

私有公司的所有权

We can see that Private Companies own 4.0%, of the shares on issue. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.

我们可以看到私人公司拥有发行股份的4.0%。单凭这一事实很难得出任何结论,所以值得进一步了解谁拥有这些私人公司。有时内部人员或其他相关方可能通过一个独立的私人公司持有公共公司的股份。

Public Company Ownership

上市公司所有权

Public companies currently own 9.0% of Jiangsu Changshu Rural Commercial Bank stock. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further.

公开公司目前拥有常熟银行9.0%的股份。这可能是战略利益,这两家公司可能有相关的业务利益。可能是它们已经进行了分拆。这种持股可能值得进一步调查。

Next Steps:

下一步:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Jiangsu Changshu Rural Commercial Bank you should know about.

我发现查看一家公司的实际所有者非常有趣。但要真正获得洞察力,我们还需要考虑其他信息。比如考虑风险。每家公司都有风险,我们已经发现常熟银行有1个警告信号,你应该了解。

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

最终,未来最重要。您可以在这份关于该公司分析师预测的免费报告中获取有关信息。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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